The Greeks
What are options?
Risk & Reward
Volatility
Option Selling Strategies
Assignment
Practical Tips
Recommended Books
Grouping positions
Position Naming and Strategy Tracking
How delete a transaction
Handling Options During a Stock Split
Automatic strategy categorization
Position Audit
Creating and managing Books
How to read a position
Quickly Close or Expire a Position
Editing trades
Log in to your WealthBee account.
You can import existing trades from your brokerage by using the Import Trades feature. For example, if you've imported trades from IBKR, you can start analyzing them immediately.
Go to the Positions Screen to view all your active positions.
You can analyze these trades by selecting them individually or as a group. Simply click on a trade or group multiple trades to view their aggregated data.
WealthBee aggregates data, such as realized profit, unrealized profit, and other metrics to help you monitor performance.
WealthBee is a trading journal and platform that helps you track your investments, monitor your portfolio, and analyze your performance. It is designed to be easy to use, intuitive, and powerful for both beginners and experienced investors.